AA Financial Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

AA Financial Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$511K	Buy	21,608 +12	+0.1%	+$284	0.06%	145
2026 Q1	$511K	Sell	21,596 -5,455	-20%	-$129K	0.07%	138
2025 Q4	$640K	Buy	27,051 +4,230	+19%	+$100K	0.12%	112
2025 Q3	$540K	Buy	22,821 +13	+0.1%	+$307	0.11%	108
2025 Q2	$535K	Buy	22,808 +2,196	+11%	+$51.3K	0.12%	106
2025 Q1	$485K	Buy	20,612 +520	+3%	+$12.3K	0.12%	104
2024 Q4	$474K	Sell	20,092 -2,226	-10%	-$52.8K	0.13%	101
2024 Q3	$529K	Buy	22,318 +1,695	+8%	+$40.1K	0.15%	98
2024 Q2	$484K	Buy	20,623 +1,704	+9%	+$40.1K	0.17%	101
2024 Q1	$448K	Buy	+18,919	New	+$449K	0.18%	97

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AA Financial Advisors's BSMR Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 0.06% in Q2 2026, buying an estimated $284 and bringing the position to 21,608 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #145.

AA Financial Advisors first reported a position in BSMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $640K in Q4 2025. 144 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

AA Financial Advisors held 21,608 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $511K as of Q2 2026.
AA Financial Advisors bought 12 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $284.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.06% of AA Financial Advisors's portfolio in Q2 2026, its #145 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $640K in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.